What are the responsibilities and job description for the Personal Lines Agent position at Leavitt Group Agency Association?
- Handle customer service requests in a professional and knowledgeable manner.
- Determine all impacts/needs associated with the service request, including impacts to other coverage’s or policies.
- During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
- Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
- Maintain effective and timely follow-up systems and verify transactions with customers.
- Effectively utilize technology to perform assignments and requests.
- Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
- Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
- In addition to inbound service calls, the Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
- Property and Casualty License preferred, or willingness to obtain license in 90 days
- Excellent communication skills; verbally and written
- Detail oriented and able to maintain compliance standards
Benefits:
Dott-Leavitt offers a competitive hourly wage $15.00 - $20.00 an hour, with opportunity to earn commission on new business, plus:
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
Who are we? Please watch https://youtu.be/tmNRjDxzKQk
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Salary : $15 - $20
